RCS

Retirement Capital Strategies’s LPL Financial LPLA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.77M	Hold	10,041	–	–	1.49%	19
2025 Q1	$3.28M	Hold	10,041	–	–	1.28%	22
2024 Q4	$3.28M	Hold	10,041	–	–	1.24%	22
2024 Q3	$2.34M	Hold	10,041	–	–	0.91%	27
2024 Q2	$2.8M	Sell	10,041 -70	-0.7%	-$19.6K	1.12%	21
2024 Q1	$2.67M	Hold	10,111	–	–	1.09%	24
2023 Q4	$2.3M	Hold	10,111	–	–	1%	23
2023 Q3	$2.4M	Hold	10,111	–	–	1.13%	19
2023 Q2	$2.2M	Hold	10,111	–	–	1.01%	22
2023 Q1	$2.05M	Hold	10,111	–	–	0.99%	18
2022 Q4	$2.19M	Buy	10,111 +70	+0.7%	+$15.1K	1.07%	19
2022 Q3	$2.19M	Hold	10,041	–	–	1%	17
2022 Q2	$1.85M	Hold	10,041	–	–	0.83%	20
2022 Q1	$2.02M	Hold	10,041	–	–	0.81%	21
2021 Q4	$1.61M	Hold	10,041	–	–	0.59%	31
2021 Q3	$1.57M	Hold	10,041	–	–	0.6%	32
2021 Q2	$1.36M	Hold	10,041	–	–	0.52%	35
2021 Q1	$1.43M	Hold	10,041	–	–	0.56%	33
2020 Q4	$1.05M	Hold	10,041	–	–	0.42%	38
2020 Q3	$803K	Hold	10,041	–	–	0.37%	38
2020 Q2	$787K	Hold	10,041	–	–	0.37%	29
2020 Q1	$547K	Hold	10,041	–	–	0.3%	25
2019 Q4	$926K	Hold	10,041	–	–	0.44%	27
2019 Q3	$822K	Hold	10,041	–	–	0.41%	29
2019 Q2	$820K	Hold	10,041	–	–	0.41%	28
2019 Q1	$699K	Hold	10,041	–	–	0.35%	28
2018 Q4	$613K	Hold	10,041	–	–	0.34%	30
2018 Q3	$648K	Hold	10,041	–	–	0.32%	26
2018 Q2	$658K	Hold	10,041	–	–	0.35%	16
2018 Q1	$613K	Hold	10,041	–	–	0.32%	12
2017 Q4	$574K	Hold	10,041	–	–	0.3%	14
2017 Q3	$534K	Hold	10,041	–	–	0.29%	13
2017 Q2	$428K	Buy	10,041 +41	+0.4%	+$1.75K	0.24%	15
2017 Q1	$388K	Hold	10,000	–	–	0.22%	15
2016 Q4	$356K	Hold	10,000	–	–	0.21%	15
2016 Q3	$299K	Buy	+10,000	New	+$299K	0.17%	15